Tim McWilliams Email & Phone Number
Managing Director- Fixed Income Portfolio Manager @ Fidelity Investments
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Tim McWilliams Location
- Texas, United States
Tim McWilliams Work
- Managing Director- Fixed Income Portfolio Manager @ (October 2014 - Present)
- Senior Investment Officer @ Catalyst Corporate Credit Union (March 2012 - February 2014)
- Managing Director @ (May 1986 - November 2011)
Tim McWilliams Education
- Adelphi University
Economics
1982-1985
Tim McWilliams Skills
- Asset Allocation
- Asset Management
- Banking
- Bloomberg
- Bonds
- Capital Markets
- Credit Unions
- Finance
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Services
- Fixed Income
- Institutional Investments
- Investment Advisory
- Investment Banking
- Investment Strategies
- Investments
- Leadership
- MBS
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Risk Management
- Sales
- Securities
- Series 24
- Series 63
- Series 7
- Strategic Financial Planning
- Trading
- Wealth Management
- Wealth Management Services
- Strategic Financial
- Institutional
Tim McWilliams Summary
- Tim McWilliams, based in Texas, United States, is currently a Managing Director- Fixed Income Portfolio Manager at Fidelity Investments. Tim McWilliams brings experience from previous roles at Catalyst Corporate Credit Union and First Empire Securities. Tim McWilliams holds a 1982 - 1985 Economics @ Adelphi University. With a robust skill set that includes Asset Allocation, Asset Management, Banking, Bloomberg, Bonds and more. Tim McWilliams has 1 emails and 2 mobile phone numbers on RocketReach.
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